MHG Wealth’s Post

Navigating Investment Opportunities in India for Private Clients in H2 2024 and Beyond On July 11, Hubbis assembled a powerful group of experts - namely Chanchal Agarwal of Credence Family Office, Pradeep Gupta of Lighthouse Canton, Gareth Nicholson of Nomura, Vish Narain of Pulsar Capital, Gautam Chadda of RBC Wealth Management, and Vinay Joseph of Standard Chartered - to discuss investing in India, focusing on many issues and highlighting key sectors, themes and markets for international private clients to consider when expanding their portfolios to include additional Indian assets or to venture into this market for the first time. They focused on the government’s policies, the economy and demographics, corporate profitability and the listed market scene as the backdrop. They also drilled down into interesting themes and opportunities in private markets, such as private equity of all levels and types and some exposures to private debt and real estate. They discussed how HNW and UHNW investors and their wealth management advisors should approach the market and pointed to the key investment themes and sectors that the wealth community should focus on. The experts and the wealth management professionals who replied to our post-event survey all point to India’s rising prominence as a public and private markets investment destination offering considerably more opportunities and diversity than ever before, although still a market where the right portfolio formation and the right investment approaches need to be carefully navigated. Read on on our website here: https://lnkd.in/gSyk65Y5

#Large cap funds: A suitable investment option in a growing India - Indian Convention #Equity investments offer significant growth potential in the long-term, but the associated risks can make investors apprehensive. Large cap mutual funds present a unique opportunity to investors to access the wealth-building potential of equities while mitigating the impact of volatility on their investments. With India being one of the world’s fastest growing major economies, large cap investments have a positive outlook in coming years. This article tells you more about large cap funds, their features and benefits, and why you can consider investing in them. Large cap funds invest in India’s top companies What are large cap funds Large cap […] https://lnkd.in/grN2yfuj 𝗖𝗹𝗶𝗰𝗸 𝘁𝗼 𝗝𝗼𝗶𝗻 𝘁𝗵𝗲 𝗙𝗮𝘀𝘁𝗲𝘀𝘁 𝗚𝗿𝗼𝘄𝗶𝗻𝗴 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 - https://lnkd.in/gsYmD_BZ 𝗙𝗼𝗿 𝗗𝗲𝘁𝗮𝗶𝗹𝘀 𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗔𝗺𝗮𝗮𝗻 𝗧𝗮𝗾𝘃𝗶 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝗼𝗻 𝗟𝗶𝗻𝗸𝗲𝗱𝗶𝗻 - https://lnkd.in/g-6MSZ8e +91 7275859841

Alternative Investment Funds in India: Diversifying Portfolios for Future Growth The #AlternativeInvestments sector is transforming the global financial ecosystem, now accounting for nearly 15% of global Assets Under Management (AUM). Spanning private equity, venture capital, real estate, infrastructure, hedge funds, and private credit, this space is projected to exceed $25 trillion by 2028—a testament to its growing importance. In India, alternative investments are gaining momentum as investors move beyond traditional equities and debt to hedge against market volatility and pursue higher, risk-adjusted returns. Here’s what’s happening in the Indian landscape: 💼 Diversification in Real Estate Private equity funds—both domestic and foreign—are expanding their real estate portfolios to include alternative asset classes like data centers, global capability centers, proptech, life sciences hubs, and co-living spaces. 🌟 Leading Funds to Watch Top players such as #Keppel, #CPPIB, #Brookfield, #Kotak Realty Fund, #HDFC Capital, #Hillhouse Capital, and #Symphony Investment Holdings are actively investing in these high-demand segments, tapping into India’s rapid economic transformation. 📈 Driving Factors As India’s regulatory landscape improves and investment platforms become more sophisticated, the appetite for alternative investments is set to grow exponentially. 🔑 Key Considerations for Investors Before diving into alternative assets, it’s crucial to: • Conduct rigorous due diligence. • Evaluate liquidity constraints and lock-in periods. • Diversify across sub-sectors and geographies for balanced exposure. Alternative investments are not just a passing trend—they are a cornerstone of the future of portfolio diversification. Whether you are a seasoned institutional investor or an individual seeking innovative growth opportunities, exploring this market could unlock unparalleled potential. How are you incorporating alternative investments into your portfolio strategy? Let’s discuss in the comments! #Finance #Investments #AlternativeInvestments #India #PortfolioManagement

#Large cap funds: A suitable investment option in a growing India - Indian Convention #Equity investments offer significant growth potential in the long-term, but the associated risks can make investors apprehensive. Large cap mutual funds present a unique opportunity to investors to access the wealth-building potential of equities while mitigating the impact of volatility on their investments. With India being one of the world’s fastest growing major economies, large cap investments have a positive outlook in coming years. This article tells you more about large cap funds, their features and benefits, and why you can consider investing in them. Large cap funds invest in India’s top companies What are large cap funds Large cap […] https://lnkd.in/gtgdcsth 𝗖𝗹𝗶𝗰𝗸 𝘁𝗼 𝗝𝗼𝗶𝗻 𝘁𝗵𝗲 𝗙𝗮𝘀𝘁𝗲𝘀𝘁 𝗚𝗿𝗼𝘄𝗶𝗻𝗴 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 - https://lnkd.in/gqWAqhyR 𝗙𝗼𝗿 𝗗𝗲𝘁𝗮𝗶𝗹𝘀 𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗔𝗺𝗮𝗮𝗻 𝗧𝗮𝗾𝘃𝗶 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝗼𝗻 𝗟𝗶𝗻𝗸𝗲𝗱𝗶𝗻 - https://lnkd.in/gbfDTSGq +91 7275859841

#Large cap funds: A suitable investment option in a growing India - Indian Convention #Equity investments offer significant growth potential in the long-term, but the associated risks can make investors apprehensive. Large cap mutual funds present a unique opportunity to investors to access the wealth-building potential of equities while mitigating the impact of volatility on their investments. With India being one of the world’s fastest growing major economies, large cap investments have a positive outlook in coming years. This article tells you more about large cap funds, their features and benefits, and why you can consider investing in them. Large cap funds invest in India’s top companies What are large cap funds Large cap […] https://lnkd.in/g5Hv6xpQ 𝗖𝗹𝗶𝗰𝗸 𝘁𝗼 𝗝𝗼𝗶𝗻 𝘁𝗵𝗲 𝗙𝗮𝘀𝘁𝗲𝘀𝘁 𝗚𝗿𝗼𝘄𝗶𝗻𝗴 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 - https://lnkd.in/gqWAqhyR 𝗙𝗼𝗿 𝗗𝗲𝘁𝗮𝗶𝗹𝘀 𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗔𝗺𝗮𝗮𝗻 𝗧𝗮𝗾𝘃𝗶 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝗼𝗻 𝗟𝗶𝗻𝗸𝗲𝗱𝗶𝗻 - https://lnkd.in/gbfDTSGq +91 7275859841

#Large cap funds: A suitable investment option in a growing India - Indian Convention #Equity investments offer significant growth potential in the long-term, but the associated risks can make investors apprehensive. Large cap mutual funds present a unique opportunity to investors to access the wealth-building potential of equities while mitigating the impact of volatility on their investments. With India being one of the world’s fastest growing major economies, large cap investments have a positive outlook in coming years. This article tells you more about large cap funds, their features and benefits, and why you can consider investing in them. Large cap funds invest in India’s top companies What are large cap funds Large cap […] https://lnkd.in/ghZDtvSg 𝗖𝗹𝗶𝗰𝗸 𝘁𝗼 𝗝𝗼𝗶𝗻 𝘁𝗵𝗲 𝗙𝗮𝘀𝘁𝗲𝘀𝘁 𝗚𝗿𝗼𝘄𝗶𝗻𝗴 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 - https://lnkd.in/gsYmD_BZ 𝗙𝗼𝗿 𝗗𝗲𝘁𝗮𝗶𝗹𝘀 𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗔𝗺𝗮𝗮𝗻 𝗧𝗮𝗾𝘃𝗶 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝗼𝗻 𝗟𝗶𝗻𝗸𝗲𝗱𝗶𝗻 - https://lnkd.in/g-6MSZ8e +91 7275859841

The Mutual Fund Metamorphosis: India’s Investment Evolution! The Indian mutual fund industry has been on an extraordinary trajectory, solidifying its position as a cornerstone of the nation's financial landscape. In 2024, the industry's Assets Under Management (AUM) surpassed a staggering ₹66.7 lakh crore, driven by a confluence of factors including a surge in new fund offerings (NFOs) and sustained buoyancy in the equity market. Key Highlights: 🔹 Investor Base Expansion: 🌟 Milestone Achieved: The industry is poised to cross the 50-million unique investor mark in 2024, a testament to the growing financial awareness and inclusion. 📈 Future Projections: By 2030, the investor base is projected to reach a formidable 100 million, underscoring the immense potential for future growth. 🔹 AUM Growth: 🏆 Record-Breaking AUM: The total AUM is expected to touch a monumental ₹100 trillion by 2030, showcasing the industry's rapid expansion and the increasing trust of investors. 🔹 Retail Participation: 🌍 Democratization of Investing: Investors from smaller cities and towns are increasingly embracing mutual funds as a preferred investment avenue, contributing significantly to the overall growth. 🎯 Diversification of Investor Base: This trend is diversifying the investor base and broadening the industry's reach. 🔹 SIP Surge: 💰 Record Inflows: Systematic Investment Plans (SIPs) continue to gain immense popularity, with monthly contributions reaching record highs. 🕒 Disciplined Investing: SIPs promote disciplined investing and long-term wealth creation, making them a favored choice among retail investors. 🔹 Market Liquidity: 💧 Crucial Role: Inflows into mutual funds have emerged as a significant source of liquidity for the equity markets, helping to absorb any selling pressure and ensuring market stability. The Road Ahead: The remarkable journey of India's mutual fund industry is a testament to the evolving financial landscape and the increasing preference for disciplined investment strategies among Indian investors. As the industry continues to mature, it is poised to play a pivotal role in driving economic growth and financial empowerment. By capitalizing on these factors, India's mutual fund industry is well-positioned to achieve new heights and solidify its position as a global leader. #MutualFunds #Investment #India #Finance #StockMarket #SIP #FinancialPlanning #WealthManagement #GrowthStory

"𝗙𝗿𝗼𝗺 𝟭𝟴% 𝘁𝗼 𝟭𝟬𝟬%: 𝗜𝗻𝗱𝗶𝗮'𝘀 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱 𝗠𝗮𝗿𝗸𝗲𝘁 𝗶𝘀 𝗝𝘂𝘀𝘁 𝗚𝗲𝘁𝘁𝗶𝗻𝗴 𝗦𝘁𝗮𝗿𝘁𝗲𝗱" 𝗠𝗨𝗧𝗨𝗔𝗟 𝗙𝗨𝗡𝗗 𝗔𝗨𝗠 𝗔𝗦 𝗔 % 𝗢𝗙 𝗚𝗗𝗣 𝐈𝐧𝐝𝐢𝐚’𝐬 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝 𝐏𝐞𝐧𝐞𝐭𝐫𝐚𝐭𝐢𝐨𝐧 𝐚𝐭 𝟏𝟖% Despite the rapid growth in the Indian economy, mutual fund assets under management (AUM) as a percentage of GDP in India is significantly lower at 18% compared to the global average of 65%. 𝐓𝐡𝐞 𝐔.𝐒. 𝐋𝐞𝐚𝐝𝐬 𝐚𝐭 𝟏𝟐𝟑% The United States dominates the mutual fund space with AUM as a whopping 123% of its GDP, highlighting the financial maturity of the country’s investment culture. 𝐆𝐥𝐨𝐛𝐚𝐥 𝐏𝐞𝐫𝐬𝐩𝐞𝐜𝐭𝐢𝐯𝐞 Other countries like Sweden (96%), Canada (83%), and Brazil (79%) show stronger mutual fund adoption. India, however, lags behind, showing an untapped potential in the financial sector. 𝙒𝙝𝙮 𝙄𝙩’𝙨 𝙖 𝙂𝙖𝙢𝙚-𝘾𝙝𝙖𝙣𝙜𝙚𝙧? India’s mutual fund market has seen substantial growth in the last decade, but compared to global markets, there’s still a long way to go. This gap presents immense growth potential for investors and fund managers alike. 𝘿𝙞𝙙 𝙔𝙤𝙪 𝙆𝙣𝙤𝙬? The rise of digital platforms and mobile investment apps has contributed significantly to increased mutual fund participation in Tier 2 and Tier 3 cities in India. 𝙒𝙝𝙖𝙩’𝙨 𝙉𝙚𝙭𝙩 𝙛𝙤𝙧 𝙄𝙣𝙙𝙞𝙖’𝙨 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙈𝙖𝙧𝙠𝙚𝙩? With regulatory reforms like SEBI’s efforts to promote investor protection, financial inclusion, and the growing focus on long-term wealth creation, the mutual fund industry is set for explosive growth. #Mutualfund #MFD #Mutualfunds #IFA #financialservices #Prayagraj #Allahabad Prudent Corporate Advisory Services Ltd.

As the world edges into 2024, the Indian equities market emerges not just as a fragment of the emerging market tapestry but as a distinct mosaic of opportunity, innovation, and growth, in our view. #EmergingMarkets #India #IndianEquities Written by Vikas Pershad, Portfolio Manager, Asian Equities, M&G Investments.

Don't Judge a Book by its Cover: Evidence of Returns Based Factor Exposures of Multifactor Strategies in India We have (with Rajan Raju) carried out an analysis of the multifactor funds offered in India. Here is an abstract of the paper. The number of funds that employ smart beta strategies to generate higher returns for investors has grown in India in recent years. Assessing these funds is challenging due to their diverse factor exposures and relatively short history in the Indian market. This paper uses a contemporary return factor model to analyse a systematically selected sample of funds that follow a multifactor investment approach offered by both traditional asset management companies and fintech platforms. Our results reveal significant variation in the alignment of these funds with multifactor investing principles. Contrary to expectations for disciplined and quantitatively orientated funds, most funds show considerable exposure to idiosyncratic risk rather than systematic factors. These findings suggest that many portfolios are designed to maximise alpha through specific asset exposures rather than factor-based returns. Based on these findings, we identify several policy implications for investors, fund managers, and policymakers. The observed variability in the adherence to multifactor principles underscores the need for transparency in strategy design and execution and the adoption of appropriate benchmarks for performance evaluation. The paper can be accessed at SSRN